Read the latest issue of Financial Planning Review

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The Center for Financial Planning is pleased to share the latest edition of Financial Planning Review, the academic research journal focused on the disciplines related to financial planning, published by Wiley. Volume 2, issue 2 includes the following papers:  Acceptance of robo-advisors: Effects of financial experience, affective reactions, and self-enhancement motivesChristoph Hohenberger, Technical University of …

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CENTER RELEASES 2018 ANNUAL REPORT

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The CFP Board Center for Financial Planning continued to make significant strides in 2018 to advance the financial planning profession by improving the health of our talent pipeline, fostering greater diversity within our workforce and increasing the quality of our practitioners’ knowledge and insights.  We did this by leveraging rigorous research, research-based programs and broad …

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Center Releases 2017 Annual Report

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With a tremendous first year behind us, the CFP Board Center for Financial Planning continued to advance its mission of creating a more diverse and sustainable financial planning profession in 2017, celebrating a number of groundbreaking achievements throughout the year. We are proud to share these accomplishments with you in our 2017 Annual Report.Our Annual …

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